Strategic Planning Agenda Icebreaker Welcome and Introductions Agenda
Strategic Planning
Agenda • • • Icebreaker Welcome and Introductions Agenda Review What is Strategic Planning Types of Strategic Planning to Plan Strategic Planning Process Strategic Planning Tools and Techniques Parking Lot Discussion/Evaluation
Learning Objectives – Identify the various steps in the strategic planning process – Initiate and manage a strategic planning process – Determine appropriate tools for strategic planning – Understand strategies for evaluation – Initiate community support and involvement in the process – Develop communication strategies to promote the strategic planning process – Identify partners to be involved in strategic planning process – Participate in the strategic planning process (if applicable)
What is Strategic Planning • Used by community groups, government departments, organizations and businesses to develop blueprint for action and change • the process should be community based, inclusive and participatory to allow for maximum stakeholder involvement and input.
Benefits of Strategic Planning • Defines mission, vision & values • Establishes realistic goals, objectives & strategies • Ensures effective use of resources • Provides base to measure progress • Develops consensus on future direction • Builds strong teams • Solves major problems
Strategic Planning Exercise 1 • Introduce participants to strategic planning • Relate some experiences with strategic planning and any best practices
Strategic Planning Exercise 2 • Explore and discuss various examples of planning
Types of Planning • Types of planning – Strategic planning – Business planning – Project planning – Program planning – Municipal planning • Planning as a profession – Professional “planners” – Planning functions in other professions
Strategic Planning Exercise 3 • To discuss how personality affects how groups work together to develop a strategic plan or any type of plan
Strategic Planning Models • Type of organization usually dictates type of strategic planning – Non-profit • Likely focus on board development, management, fundraising, policies – For- Profit • Likely focus on profit and strategic directions
Types of Strategic Planning • • • Basic Strategic Planning Issue-Based or Goals-Based Strategic Planning Alignment Model Scenario Planning Organic (or Self-Organizing) Planning
Planning to Plan Exercise 4 • Discuss the planning phase of strategic planning by brainstorming some pre-requisites needed to undertake the strategic planning process
Planning to Plan • Planning to plan requires: – Organizational readiness • Recognition of need to plan • Commitment to plan – Organizational commitment • Board and volunteer commitment • Staff commitment
Planning to Plan – Organizational Capacity • Human resources – Staff – Volunteers – Board committees – Special/Standing committees • Financial resources – Identify budget – Determine resources • Time – Allocate organizational time – Determine realistic time lines
Reasons for Strategic Planning – – – – – Change Renewal Funding requirement Financial forecasting Mandate Build consensus Improve staff and board relations Develop ownership Build community support Other (discussion)
Planning to Plan Exercise 5 • Why do you want to engage in strategic planning?
Strategic Planning Process • Planning to Plan – Strategic Planning Team » Board, staff, community volunteers – Strategic Planning Budget » Establish budget, identify funding sources – Strategic Planning Facilitator(s) » Identify a facilitator to lead the process – Strategic Planning Partners » Internal board and staff » External community groups/government departments/others
Developing the Plan – Mission • Core purpose of your organization • Presented in a clear, short statement that focuses on attention in one clear direction by stating purpose of the group’s uniqueness.
Developing the Plan • Vision – What is your organization’s vision of excellence – Has to be realistic and not something impractical
Developing the Plan • Values – What are the principles, standards, and actions considered worthwhile in the organization – Includes how people treat each other, how groups conduct business and what is most important to the organization
Developing the Plan • Strategic Analysis – Environmental Scan • gathering of information that concerns the organization’s environments • analysis and interpretation of this information • application of this analyzed information in decision making
Developing the Plan • Strategic Analysis – SWOT Analysis • Strengths – What are some internal positive things about your organization? – What does the community see as your strengths? • Weaknesses – What are some weaknesses in organization? – What does the community see as your weaknesses?
Developing the Plan • Strategic Analysis – SWOT Analysis • Opportunities – What are some opportunities in your community or region? – What are some emerging trends? • Threats – What are some provincial or national issues facing the organization? – What are some technology issues that face the organization?
Strategic Planning Process • Developing the Plan (continued) – Goals • Identify long-term outcomes to provide focus for the planning process – Strategies • Outline how you will achieve your goals – Objectives • Identify specific, measurable results produced while implementing strategies.
Strategic Planning Process • Goals and Objectives Should Be SMARTER – Specific – Measurable – Acceptable – Realistic – Timeframe – Extending – Rewarding
Strategic Planning Process • Developing the Plan (continued) – Implementation • Tasks – assigned to various board and staff responsible for specific items • Timelines - established for implementation of the plan for implementation – Funding the plan • What is required to fund the goals in the plan
Strategic Planning Process • Developing the Plan (continued) – Communicating the plan • How will you communicate the plan to stakeholders? – Monitoring and evaluation • Critical to plan’s success and credibility • Must be built into the plan • Critical for continuous improvement – Continuous improvement • focuses on improving customer satisfaction through continuous and incremental improvements to processes
Strategic Planning Process Exercise 6 • Prepare a SWOT analysis as part of the strategic planning process
Strategic Planning Process Exercise 7 – Discuss some tools and techniques to be used for strategic planning
Strategic Planning Tools & Techniques • Appreciative Inquiry – Effective for changing organizational culture – Based on 4 -D model • Discover, Dream, Design and Destiny • Open Space Technology – new method for working effectively with large groups (10 - 1000 participants)
Strategic Planning Tools & Techniques • Public Consultation – Involve public and stakeholders in your planning process – Achieve public consultation through • Interviews • Facilitated meetings • Open houses • Website discussion papers/surveys
Strategic Planning Tools & Techniques • Public Meeting – Provides opportunity for input for all stakeholders through • Open house to review plans, maps, charts • Facilitated meeting with presentation on what you plan to do • Facilitated meeting on interim and final report
Strategic Planning Tools & Techniques – Focus Groups • Provides opportunity to address specific issues • Provides opportunity for maximum participation • Provides maximum information in short period of time
Strategic Planning Tools & Techniques • Website feedback – Online survey – Online discussion paper to generate comments • Surveys – Online survey – Community survey • Can be developed and administered locally • Can be conducted by firm specializing in surveys • Research – Focus groups, surveys (primary) – Literature review (secondary)
Strategic Planning • Parking Lot • Summary • Evaluation
- Slides: 35